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9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-06 |
Branch Locations
9720 Wilshire Blvd Suite 400, Beverly Hills, CA 90212 • United States
Houston, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker/Volunteer | Houston | TX | 04/2010 | 06/2021 |
| Work America Capital/Varsity Hype | Houston | TX | 06/2021 | 06/2022 |
| Self-Employed - Consultant | Houston | TX | 06/2022 | 06/2023 |
| Checchi Capital Advisers, Llc | Beverly Hills | CA | 06/2023 | Present |
EDEN Grow Systems Position: Serve on the Board of Directors 710 N. Post Oak Rd., Unit 400, Houston, TX 77024 Relationship Timeframe: 1/2023 to Present This is a sustainable farming start-up and is non-investment related. Feed the Future Foundation Position: Serve on the Board of Directors 710 N. Post Oak Rd., Unit 400, Houston, TX 77024 Relationship Timeframe: 6/2023 to Present This is a sustainable farming outreach and education charitable organization and is non-investment related. Association of Corporate Growth-Houston Position: Board of Directors Relationship Timeframe: 6/2025 to Present This is non-investment related The University of Texas McCombs School of Business Position: Parent Council Relationship Timeframe: 8/2024 to Present This is non-investment related The University of Texas Position: Chancellors Council Executive Committee Relationship Timeframe: 8/2023 to Present This is non-investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-08 |
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